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Phoenix Financial’s Iovance Biotherapeutics IOVA Stock Holding History

Phoenix Financial’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100,000
Closed -$3.1M – 394
2020
Q3 		$3.1M Buy
+100,000
New +$3.07M 0.13% 121

Other funds holding IOVA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Financial's IOVA Position: Q4 2020 in Review

Phoenix Financial sold out of Iovance Biotherapeutics (IOVA) in Q4 2020, closing a stake of 100,000 shares — an estimated $3.1M sold.

Phoenix Financial first reported a position in IOVA in Q3 2020 and held it in 1 quarter. The position peaked at $3.1M in Q3 2020. 269 funds tracked by Wall St. Rank hold IOVA as of Q4 2020.

  • Phoenix Financial reported no remaining Iovance Biotherapeutics position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 100,000 Iovance Biotherapeutics shares in Q4 2020, an estimated $3.1M.
  • Phoenix Financial first reported a position in Iovance Biotherapeutics in Q3 2020 and held it in 1 quarter.
  • Phoenix Financial's Iovance Biotherapeutics position peaked at $3.1M in Q3 2020.
  • 269 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.